John W. Rogers Jr.

Ariel Investments

John W. Rogers Jr. is an influential American investor and the founder of Ariel Capital Management, established in 1983. As chairman and co-CEO, he has led Ariel Investments to become the largest minority-run mutual fund firm in the United States. Rogers is known for his contributions to Forbes magazine and his active role in various philanthropic and political initiatives, including his support for the 2008 Barack Obama presidential campaign. Ariel Investments, based in Chicago, focuses on small and mid-cap stocks, employing a value-oriented investment strategy. The firm emphasizes long-term growth and has developed a reputation for its disciplined approach to investment, which is reflected in its diverse portfolio across various sectors, including financial services, technology, and consumer cyclical. The disclosed trading record for John W. Rogers Jr. shows a total of 600 disclosures, with significant activity observed from February 13, 2025, to May 14, 2026. This period includes 251 position increases, 270 reductions, and 42 exits, with the largest move being an exit from ViacomCBS (VIAC) valued at approximately $159.5 million. The firm has notably engaged with companies such as Check Point Software Technologies Ltd (CHKP) and Microsoft Corp (MSFT), indicating a strategic focus on technology and financial sectors.

History Trades

CompanyValueActionChangePriceLast Price
BOK Financial CorporationBOKF$16.9MAddQ3 2025 13F$17M$106.87$139.33
Gilead Sciences, Inc.GILD$-16.6MTrimQ3 2025 13F$17M$113.66$130.28
nVent Electric PLCNVT$16.4MAddQ3 2025 13F$16M$86.84$159.46
Leslie's, Inc. (LESL)LESL$16.2MOtherQ3 2025 13F$16M--$2.76
Zimmer Biomet Holdings, Inc.ZBH$15.8MAddQ3 2025 13F$16M$99.09$89.68
Knowles CorporationKN$13.9MAddQ3 2025 13F$14M$20.48$35.49
Generac Holdings Inc.GNRC$-12.8MTrimQ3 2025 13F$13M$167.40$226.58
Algonquin Power and Utilities CorpAQN$12.6MAddQ3 2025 13F$13M$5.75$5.87
Janus Henderson Group plcJHG$11.9MAddQ3 2025 13F$12M$43.19$51.95
CarMax IncKMX$-11.5MTrimQ3 2025 13F$12M$59.71$58.47
The Interpublic Group of Cos IncIPG$11.2MAddQ3 2025 13F$11M$25.80$24.57
Vanguard FTSE Developed Markets ETFVEA$-10.6MTrimQ3 2025 13F$11M$58.28$70.82
Lindblad Expeditions Holdings, Inc.LIND$-9.7MTrimQ3 2025 13F$10M$13.16$27.51
OneSpaWorld Holdings LimitedOSW$9.4MAddQ3 2025 13F$9M$21.87$26.44
The Allstate CorporationALL$-8.9MTrimQ3 2025 13F$9M$214.65$253.58
Schlumberger N.V. Common StockSLB$8.9MAddQ3 2025 13F$9M$34.80$46.79
KORN FERRYKFY$-8.7MTrimQ3 2025 13F$9M$72.94$78.87
Check Point Software Technologies LtdCHKP$-8.6MTrimQ3 2025 13F$9M$201.52$135.73
Littelfuse IncLFUS$-8.3MTrimQ3 2025 13F$8M$250.43$402.01
Labcorp Holdings Inc.LH$8.2MAddQ3 2025 13F$8M$267.92$279.61
CenterPoint Energy IncCNP$7.4MAddQ3 2025 13F$7M$37.77$42.72
KKR & Co IncKKR$-7.0MTrimQ3 2025 13F$7M$141.95$102.75
Madison Square Garden Sports Corp.MSGS$6.7MAddQ3 2025 13F$7M$204.99$390.02
MGP Ingredients, Inc. - Common StockMGPI$-5.9MTrimQ3 2025 13F$6M--$18.37
CVS Health CorpCVS$-5.7MTrimQ3 2025 13F$6M$68.53$107.43
Microsoft CorpMSFT$-5.5MTrimQ3 2025 13F$5M$510.13$390.34
Bank of America CorpBAC$28M539.7k sharesAddQ3 2025 13F$5M$48.79$61.62
WEX Inc. common stockWEX$-5.2MTrimQ3 2025 13F$5M--$157.88
Vanguard Total International Stock ETFVXUS$5.2MOtherQ3 2025 13F$5M--$84.06
The Hackett Group, Inc.HCKT$-5.0MTrimQ3 2025 13F$5M$21.84$10.38
Johnson & JohnsonJNJ$4.9MAddQ3 2025 13F$5M$171.33$255.63
ADT Inc.ADT$-4.7MTrimQ3 2025 13F$5M$8.58$6.90
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$99M1.2M sharesAddQ3 2025 13F$5M$86.22--
iShares Russell 2000 Value ETFIWN$4.6MAddQ3 2025 13F$5M$168.82$224.18
Arthur J. Gallagher & CoAJG$4.2MOtherQ3 2025 13F$4M$301.46$254.22
NetApp, Inc.NTAP$4.0MAddQ3 2025 13F$4M--$162.10
Schwab (Charles) CorpSCHW$-3.9MTrimQ3 2025 13F$4M$94.92$101.95
Capital One Financial CorporationCOF$3.7MAddQ3 2025 13F$4M$218.92$201.36
Taiwan Semiconductor Manufacturing Co LtdTSM$-3.7MTrimQ3 2025 13F$4M$244.54$424.61
CBRE Group IncCBRE$3.4MAddQ3 2025 13F$3M$157.56$138.39
Boyd Gaming CorporationBYD$3.2MAddQ3 2025 13F$3M$83.99$87.64
D.R. Horton IncDHI$3.2MAddQ3 2025 13F$3M$157.26$142.52
Envista Holdings Corporation Common StockNVST$3.1MAddQ3 2025 13F$3M$20.37$26.71
Stanley Black & Decker IncSWK$3.0MAddQ3 2025 13F$3M$73.32$87.96
Barrick Mining CorporationB$2.9MAddQ3 2025 13F$3M$25.34$35.13
Keysight Technologies IncKEYS$2.8MAddQ3 2025 13F$3M$166.65$319.00
John W. Rogers Jr. (Ariel Investments) add Unmapped 13F securityPORTFOLIO$54M4.5M sharesAddQ3 2025 13F$3M$12.07--
Oracle CorporationORCL$-2.4MTrimQ3 2025 13F$2M$254.66$125.86
Masco CorporationMAS$2.2MAddQ3 2025 13F$2M$70.38$80.14
Western Alliance Bancorporation Common StockWAL$2.2MAddQ3 2025 13F$2M$84.75$83.97
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